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WhiteOak Capital Multi Cap Fund vs Edelweiss Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1481 Cr | ₹2506 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 22 Sep 2023 | 25 Oct 2023 |
| Category | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.06 | 1.94 |
| Manager | Piyush Baranwal | Trideep Bhattacharya |
| ISIN Code | INF03VN01795 | INF754K01RW0 |
| Exits Load | WhiteOak Capital Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.9% | 2.99% |
| 6 Month | -4.84% | -9.02% |
| 1 Year | 14.63% | 11.6% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -1.43% | -2.4% |
| 1 Year | -2.21% | -7.64% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 31.76% | 33.22% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Name | Piyush Baranwal | Trideep Bhattacharya |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 9 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 13.83 | 3.11 |
| Large Cap | 34.03 | 44.56 |
| Mid Cap | 24.75 | 27.24 |
| Small Cap | 27.39 | 25.08 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 11.79 | 2.08 |
| Communication Services | 3.79 | 2.63 |
| Energy | 3.02 | 2.57 |
| Industrials | 10.09 | 12.31 |
| Financial Services | 27.01 | 27.99 |
| Technology | 9.56 | 13.48 |
| Basic Materials | 4.27 | 5.25 |
| Consumer Cyclical | 13.67 | 13.9 |
| Healthcare | 9.06 | 9.29 |
| Real Estate | 3.86 | 2.55 |
| Consumer Defensive | 3.21 | 6 |
| Utilities | 0.67 | 1.95 |
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